Docs Made Easy
PDF, Word, Excel & PPTx Document Generation in Minutes
By HIC Global Solutions
- Rating
- 4.7
- Reviews
- 178
- Pricing
- Free
- Listed since
- 2021
About Docs Made Easy
Document Generation in Salesforce: Quotes, Proposal, Contract, Invoices
Docs Made Easy is a Salesforce document generation and automation app developed by HIC Global Solutions, a Salesforce Crest Partner and the #1 AppExchange Consultant.
Whether you need a document creation engine, a PDF generator, and a PDF generation Solution, or a full workflow automation platform, Docs Made Easy unifies everything into one easy-to-use Salesforce-native tool.
Use Cases:
➤ Sales: Quote, proposal, contract, order & account plan generation ➤ Finance: Invoice, receipt, statement & financial report generation ➤ Legal: Contract, agreement, NDA & compliance document generation ➤ Professional Services: SOW, proposal, project report & client document generation ➤ Education: Enrollment document, certificate & student document generation ➤ Real Estate: Lease agreement, property & transaction document generation ➤ Healthcare: Patient form, report & healthcare document generation ➤ Manufacturing: Purchase order, work order, invoice & operational document generation
Get started free with Docs Made Easy and create professional Salesforce documents faster. Learn more at https://docsmadeasy.com
- 𝗡𝗼𝘁𝗲: Free App is Limited to 50 docs/month & 500 docs/year
Highlights
- Salesforce Document Generation for Standard & Custom Objects: Generate PDF, Word, Excel & PowerPoint documents from any Salesforce standard or custom object. Use a PDF Generator for Salesforce for contracts, invoices, quotes, proposals & reports.
- Salesforce Document Templates & No-Code Template Builder: Create templates for PDF document generation, Word Document Generation & Excel Document Generation with a no-code builder. Build reusable templates for every Salesforce workflow.
- Smart data merge & clean fields: Merge Salesforce data accurately into every PDF, Word & Excel Document. Power your PDF Generator and Word document generator with clean fields, dynamic mappings & intelligent merge rules.
- PDF, Word, Excel & PowerPoint Document Generation: Generate PDF, Word, Excel, PPTx & PowerPoint files directly inside Salesforce. Use a PDF Generator for Salesforce, Word document generator and Excel Document Generation for business documents.
- Document Generation Management, Status & Error Tracking: Manage Document Generation from one dashboard with template controls, status tracking and error monitoring. Track PDF generation, Word files, Excel files and automated document workflows.
- Document automation: Automate PDF Generation and Word Document Generation with Salesforce Flow, Process Builder, Apex or Button Actions. Use a PDF Generator and Word document generator to create files automatically.
- Real-time & bulk document generation: Generate PDF documents instantly or run Bulk PDF Generation across large Salesforce data sets. Automate PDF document generation, Word, Excel and PowerPoint files for invoices, contracts & reports.
- Secure Document Generation, Permissions & Audit Controls: Ensure secure document creation and sharing with field-level control, role-based permissions, audit trails, and support for GDPR, HIPAA, 256 bit encryption and SOC 2 aligned practices.
- High-Volume & Scalable Salesforce Document Generation: Scale Document Generation across Salesforce teams, objects and workflows. Combine a PDF Generator, Bulk PDF Generation and Excel Document Generation to create high-volume documents.
Screenshots and videos
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Pricing
Free.
Compatibility
- Requires
- Sales Cloud
- Service Cloud
- B2B Commerce Cloud
- Experience Cloud
- Salesforce editions
- Essentials
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Salesforce Platform
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on April 12, 2021
- Languages
- English